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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,625 | $162,967-95.3% | $135,792-94.4% | $138,895-94.5% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.6%+17.4pp | 79.9%+10.1pp |
| Annual return | 26.31% | 30.08%-3.8pp | 25.96%+0.4pp | 145.39%-119.1pp |
| Employer contribution / active EE | $1,429 | $4,211-66.1% | $3,496-59.1% | $4,194-65.9% |
| Participant deferral / active EE | $2,335 | $5,640-58.6% | $4,759-50.9% | $6,396-63.5% |
| Admin fee / account holder | $73 | $15,306-99.5% | $12,266-99.4% | $12,562-99.4% |